Tri Pointe Group 401(K) Profit Sharing Plan — Form 5500 plan (Tri Pointe Homes Holdings, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tri Pointe Group 401(K) Profit Sharing Plan is a benefit plan reported by Tri Pointe Homes Holdings, Inc. under EIN 27-3201111 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,051 participants and $153,912,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri Pointe Homes Holdings, Inc.
- EIN
- 27-3201111
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 2,051
- End-of-year plan assets
- $153,912,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,051 | H, C | 20241009085646NAL0018059137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,912,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,912,747
- Net assets (BOY)
- $124,183,407
Income & contributions
- Employer contributions
- $4,804,262
- Participant contributions
- $14,471,862
- Total contributions
- $21,300,875
- Total income / additions
- $43,267,523
Expenses & distributions
- Benefits paid
- $13,148,574
- Administrative expenses
- $389,609
- Total expenses
- $13,538,183
- Net increase / (decrease)
- $29,729,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER/TRUSTEE | $210,917 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $78,224 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | INVESTMENT ADVISOR | $62,942 | not reported in the loaded dataset | 2023 |
| Creative Planning-Lockton Ret Svcs | INVESTMENT ADVISOR | $24,326 | not reported in the loaded dataset | 2023 |
| Windes | AUDITOR | $17,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri Pointe Homes Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- The Vanguard Group, Inc. — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Creative Planning-Lockton Ret Svcs — Schedule C compensation
- Windes — Schedule C compensation